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The Kobeissi Letter
RT @TKL_Adam: Oil prices are now down -14% in 2 days as China has announced 34% reciprocal tariffs on the U.S.
The trade war has become worse for markets than the worst case scenario heading into April 2nd.
Still not seeing capitulation. https://t.co/YUi8WGXe3P
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RT @TKL_Adam: Oil prices are now down -14% in 2 days as China has announced 34% reciprocal tariffs on the U.S.
The trade war has become worse for markets than the worst case scenario heading into April 2nd.
Still not seeing capitulation. https://t.co/YUi8WGXe3P
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The Kobeissi Letter
The "World War 3" of Trade Wars Has Begun:
Americans are waking up to the first MAJOR tariff retaliation against President Trump.
China has announced 34% tariffs on ALL US goods with the S&P 500's 2-day losses now at -$3.5 TRILLION.
Here's what just happened.
(a thread) https://t.co/snIbLMV24D
tweet
The "World War 3" of Trade Wars Has Begun:
Americans are waking up to the first MAJOR tariff retaliation against President Trump.
China has announced 34% tariffs on ALL US goods with the S&P 500's 2-day losses now at -$3.5 TRILLION.
Here's what just happened.
(a thread) https://t.co/snIbLMV24D
tweet
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The Kobeissi Letter
BREAKING: Nasdaq 100 futures officially enter bear market territory for the first time since 2022.
Magnificent 7 stocks are down -35% from their high. https://t.co/8RbI0qfZEF
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BREAKING: Nasdaq 100 futures officially enter bear market territory for the first time since 2022.
Magnificent 7 stocks are down -35% from their high. https://t.co/8RbI0qfZEF
The "World War 3" of Trade Wars Has Begun:
Americans are waking up to the first MAJOR tariff retaliation against President Trump.
China has announced 34% tariffs on ALL US goods with the S&P 500's 2-day losses now at -$3.5 TRILLION.
Here's what just happened.
(a thread) https://t.co/snIbLMV24D tweet
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The Kobeissi Letter
BREAKING: The Volatility Index surges above 40 for the first time since August 2024 Yen Carry Trade collapse.
What will it take for capitulation? https://t.co/kMrSKDqdHV
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BREAKING: The Volatility Index surges above 40 for the first time since August 2024 Yen Carry Trade collapse.
What will it take for capitulation? https://t.co/kMrSKDqdHV
The "World War 3" of Trade Wars Has Begun:
Americans are waking up to the first MAJOR tariff retaliation against President Trump.
China has announced 34% tariffs on ALL US goods with the S&P 500's 2-day losses now at -$3.5 TRILLION.
Here's what just happened.
(a thread) https://t.co/snIbLMV24D tweet
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The Kobeissi Letter
Wedbush Securities says the price of iPhones will rise from $1,000 to $3,500 due to tariffs. https://t.co/spqCA57ias
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Wedbush Securities says the price of iPhones will rise from $1,000 to $3,500 due to tariffs. https://t.co/spqCA57ias
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The Kobeissi Letter
RT @TKL_Adam: The real plan all along was to lower interest rates and lower oil prices as soon as possible.
The 10-year note yield is down -90 bps and oil prices are down -25%.
The tariffs are "working" as planned. https://t.co/PaZRoQ7RL1
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RT @TKL_Adam: The real plan all along was to lower interest rates and lower oil prices as soon as possible.
The 10-year note yield is down -90 bps and oil prices are down -25%.
The tariffs are "working" as planned. https://t.co/PaZRoQ7RL1
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The Kobeissi Letter
Follow @TKL_Adam for market insights directly from our Editor-in-Chief!
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Follow @TKL_Adam for market insights directly from our Editor-in-Chief!
The real plan all along was to lower interest rates and lower oil prices as soon as possible.
The 10-year note yield is down -90 bps and oil prices are down -25%.
The tariffs are "working" as planned. https://t.co/PaZRoQ7RL1 tweet
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Finding Compounders
Not all stock repurchase programs create value !
So just blindly screening for companies that are buying back stock is not effective .
Source : Accounting for Value ( https://t.co/kjHNBrkviJ) https://t.co/PTitFUbTH8
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Not all stock repurchase programs create value !
So just blindly screening for companies that are buying back stock is not effective .
Source : Accounting for Value ( https://t.co/kjHNBrkviJ) https://t.co/PTitFUbTH8
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China's response was personal:
On top of 34% tariffs, they have imposed export controls on 7 types of rare earth metals.
China knows how important rare earth metals have been for President Trump. https://t.co/Vx4aSaijA1
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China's response was personal:
On top of 34% tariffs, they have imposed export controls on 7 types of rare earth metals.
China knows how important rare earth metals have been for President Trump. https://t.co/Vx4aSaijA1
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